Page Contents:

Points to Note

Scanning Barcodes for transactions

Adding Barcodes to Doc Designer Templates

FAQs

Barcoding Tutorial Video

The barcoding feature enables single or bulk scanning of product barcodes for the following processes:

• Receipting Purchase Orders
• Stock Counts
• Sales Shipments
• Warehouse Transfers

This feature will enable faster and more accurate inventory control by reducing manual entry errors and saving time.

We support most plug and play / Bluetooth barcode scanners. To ensure compatibility with Unleashed, please test whether the scanner is able to read and write into an Excel spreadsheet.

Points to Note

• In order to use the Barcode feature, ensure that your Products have a Barcode value included in the product's Units of Measure section, for the Base Unit at least. 
• If you want to add Barcode values for multiple products in bulk, use the Products and Alternate Units of Measure templates in Inventory | Products | Import/Export.
• You can add suffixes to the barcode scanner settings e.g. Return/Enter or Tab.

Scanning Barcodes for transactions

1. On the 'Receipt Purchase', 'Add Stock Count', 'Create Shipment' and Warehouse Transfer pages, click the Barcode Scanning button.
   NOTE: For Purchase Orders, the Receipt Quantity column will change to zero, regardless of whether the Auto Set Receipt Quantity option (Settings | Company) is enabled or disabled.
   
   
2. A "Scan Barcode" window will pop-up which will default to the "Scan Single Barcode" option. Toggle on "Multi Scan" if you will be scanning multiple products and then copying the scanned list into the Barcode field.
   
   NOTE: You can only scan the product barcodes. You cannot scan serial numbers or batch numbers.
   
   
3. If using Scan Single Barcode:
   1. If there are multiple units of the single product, update the Increment By field with the quantity counted.
   2. Ensure the cursor is in the Barcode box.
   3. Scan the product's Barcode. 
      
   4. Click Add.
      
      
4. If using "Scan Multiple Barcodes":
   1. Ensure the cursor is in the Barcodes box.
   2. Scan the product Barcodes. The scanned Barcodes will populate as a list (or by comma's) in the Barcode field.
      
   3. Click Add.
      
      
5. The Product Line's quantity in the transaction will update to show the total quantity scanned.

Adding Barcodes to Doc Designer Templates

You can add Barcodes and Barcode images to Doc Designer templates:

1. Go to Settings | Doc Designer. Open the required Doc Designer template.
2. Select the LinesGrid component in the template's layout and click the Component tab.
3. In the Column Control area, in the Headers field, scroll down the list and select BarcodeImage.
4. Select the Visible checkbox.
5. In the Barcode Type drop-down menu, select the Barcode format as appropriate
   
   NOTE: A barcode image will not be displayed if either the product does not have a barcode or the barcode value is invalid. Supported Barcode formats: 
   • EAN-13
   • UPC-A
   • EAN-8
   • Code 128
   • ITF 14
6. Click Save, then click Preview to review the changes. Ensure you have products with valid barcodes saved.
7. Click Publish to publish the template changes.